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Soltis Investment Advisors LLC: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soltis Investment Advisors LLC on VCSH, newest first. How the timeline and the estimate are built.

Soltis Investment Advisors LLC held 24,072 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,072 shares
    Change vs previous 13F -847 shares

    0.11% of the 13F portfolio, value $1,902,371.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,919 shares
    Change vs previous 13F +532 shares

    0.13% of the 13F portfolio, value $1,975,348.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 24,387 shares
    Change vs previous 13F -19,142 shares

    0.13% of the 13F portfolio, value $1,944,376.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,529 shares
    Change vs previous 13F -67 shares

    0.24% of the 13F portfolio, value $3,479,265.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,596 shares
    Change vs previous 13F -3,111 shares

    0.27% of the 13F portfolio, value $3,465,874.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,707 shares
    Change vs previous 13F -1,112 shares

    0.33% of the 13F portfolio, value $3,687,076.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,819 shares
    Change vs previous 13F -2,810 shares

    0.35% of the 13F portfolio, value $3,730,360.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 50,629 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,020,955.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).